Robert Himmelman

CFP®, CEPA®

Senior Wealth Advisor

Scottsdale, Tucson

"Financial planning isn’t just about numbers—it’s about helping people gain clarity, confidence, and control over their future. As an advisor, it’s deeply meaningful to guide someone through life’s complexities, turning uncertainty into a strategy and goals into realities. It’s not just planning finances—it’s helping people plan their lives with purpose."

As a Senior Wealth Advisor at Mission Wealth, Robert Himmelman collaborates closely with his team to provide comprehensive financial planning services to clients. His responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging his expertise and deep understanding of the financial landscape, Robert plays a critical role in helping Mission Wealth's clients achieve their financial goals.

Learn About Robert Himmelman

Professional Background

Robert brings a diverse background in Corporate Finance, Banking, and Wealth Management to Mission Wealth, allowing him to approach each client’s needs with a distinct and informed perspective. During his career with UBS in New York City, he has experience as both a Financial Advisor and Fixed Income Trader. Today, Robert combines that technical expertise with specialized experience advising retires, corporate executives on compensation strategies, and guiding business owners through complex financial decisions. This multifaceted background enables him to provide counsel on sophisticated, tax-efficient investment strategies while maintaining a comprehensive view of his clients’ long-term financial goals.

Personal Pursuits

As a New Jersey native, Robert is proud to call Scottsdale, Arizona home for the past five years. Along with his rescue pup “Hank”, Robert enjoys exploring Arizona and all the West has to offer. When not pretending to be an PGA Professional, Robert can be found playing his guitars, critiquing the latest cuisines, and building meaningful relationships in the community.

Community Impact

Robert enjoys volunteering his time at the St. Mary’s Food Bank in Phoenix, Arizona. Robert is also involved supporting the charitable efforts of Blessed Sacrament Roman Catholic Church in Scottsdale.

In the News

SpaceX (SPCX) Guide: What Equity Holders and Investors Should Do Next

The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.